Filed April 30, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 21180 W CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Plan) | $95,128 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $63,091 |
HAWKINS ASH CPAS9+ years Filed as: HAWKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $7,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,197 | $84,784-13.7% | $98,439-25.6% | $74,419-1.6% |
| Participation rate | 96.5% | 81.5%+15.0pp | 75.2%+21.4pp | 70.7%+25.8pp |
| Annual return | 15.16% | 20.59%-5.4pp | 21.16%-6.0pp | 34.38%-19.2pp |
| Employer contribution / active EE | $832 | $3,364-75.3% | $3,048-72.7% | $2,637-68.5% |
| Participant deferral / active EE | $5,165 | $5,218-1.0% | $4,738+9.0% | $4,528+14.1% |
| Admin fee / account holder | $137 | $204-32.9% | $8,948-98.5% | $348-60.6% |